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Invesco Dorsey Wright Momentum ETF

182 hedge funds and large institutions have $731M invested in Invesco Dorsey Wright Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 85 reducing their positions, and 32 closing their positions.

Holders
182
Holders Change
-17
Holders Change %
-8.54%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
19
Increased
28
Reduced
85
Closed
32
Calls
$956K
Puts
$284K
Net Calls
+$672K
Net Calls Change
-$291K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$86.3M 1,065,560 -96,609 -8%
Wells Fargo
2
Wells Fargo
California
$73.6M 908,998 -81,895 -8%
RJA
3
Raymond James & Associates
Florida
$52.4M 646,701 -78,654 -11%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$49.2M 606,904 -33,015 -5%
PFS
5
Prospera Financial Services
Texas
$37M 456,695 -12,026 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$32.3M 399,109 -36,007 -8%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$29M 357,850 -35,515 -9%
NC
8
NewSquare Capital
Pennsylvania
$29M 357,314 -29,670 -8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$28.7M 354,204 -63,575 -15%
Bank of America
10
Bank of America
North Carolina
$27.9M 343,920 -159,586 -32%
UBS Group
11
UBS Group
Switzerland
$26.3M 324,269 -34,824 -10%
LPL Financial
12
LPL Financial
California
$26M 320,801 -62,094 -16%
NA
13
NewEdge Advisors
Louisiana
$17.1M 211,170 +26,842 +15%
Ameriprise
14
Ameriprise
Minnesota
$14.6M 180,452 +3,110 +2%
SG
15
Strid Group
Pennsylvania
$14.5M 179,049 -9,644 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$13.8M 184,697 -66,632 -27%
TWM
17
Tradition Wealth Management
Minnesota
$9.63M 118,857 -13,486 -10%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$9.44M 115,792 -7,466 -6%
Stifel Financial
19
Stifel Financial
Missouri
$7.64M 94,290 -30,406 -24%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$7.53M 92,923 +1,960 +2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$6.95M 85,749 +14,805 +21%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$6.71M 82,769 +20,854 +34%
MAP
23
Milestone Advisory Partners
North Carolina
$6.27M 77,390 -2,589 -3%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$5.74M 70,787 +50,915 +256%
Truist Financial
25
Truist Financial
North Carolina
$5.42M 66,883 -23,076 -26%